BigSur Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.52M | Hold |
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|
2025
Q2 | $2.32M | Hold |
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2025
Q1 | $2.05M | Hold |
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|
2024
Q4 | $2.21M | Hold |
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|
2024
Q3 | $2.18M | Hold |
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|
2024
Q2 | $2.08M | Hold |
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|
2024
Q1 | $2.02M | Hold |
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|
2023
Q4 | $1.82M | Hold |
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|
2023
Q3 | $1.63M | Hold |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $3.12M | Hold |
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|
2022
Q4 | $2.87M | Hold |
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|
2022
Q3 | $2.68M | Hold |
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|
2022
Q2 | $2.88M | Hold |
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|
2022
Q1 | $3.46M | Hold |
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|
2021
Q4 | $3.72M | Hold |
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|
2021
Q3 | $3.33M | Hold |
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|
2021
Q2 | $3.31M | Hold |
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|
2021
Q1 | $3.05M | Hold |
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|
2020
Q4 | $2.86M | Hold |
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|
2020
Q3 | $2.56M | Hold |
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|
2020
Q2 | $2.36M | Buy |
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